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Keith A

Series 63, Series 65

St. Louis, MO

Cetera

Keith Adams is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2013, as well as MetLife Resources since 2006. In addition to advisory work, Adams is involved in tax preparation and accounting through SFG Consulting, LLC, and serves as an insurance agent selling fixed insurance and Medicare products. He also works as an NEA retirement specialist providing financial education to members. Cetera Investment Advisers LLC is a nationwide registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Georgia L

Series 66

St. Louis, MO

Edward Jones

Georgia Luuce Durfee is a financial advisor with Edward Jones in Hazelwood, MO, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert W

CFP®, Series 63

St. Louis, MO

Cambridge Investment Research Advisors

Robert Waugh is a CFP® with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Asset Strategies, Inc. and FSC Securities Corporation. He serves as treasurer for the ACLU of Missouri, overseeing financial reporting to the board. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs for individual and institutional clients, including pension and charitable organizations. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Micheal C

CFP®, CFA®, Series 63, Series 65

St. Louis, MO

Edward Jones

Micheal Christiansen is a financial advisor at Edward Jones in St. Louis, MO, holding the CFP® and CFA® designations with 22 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Christiansen serves as a board member and co-leads the Long Range Planning Committee at Franklin County Country Club in Washington, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Amy W

Series 66

St. Louis, MO

Edward Jones

Amy Weaver is a Series 66 licensed financial advisor with Edward Jones in St. Louis, MO, where she has worked since 2008. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan P

Series 63, Series 66

St. Louis, MO

Edward Jones

Ryan Pistorius is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as a soccer referee for various organizations, including St. Joseph Catholic Church, United States Soccer Federation, and MSHSAA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jared D

CFP®, Series 63, Series 66

St. Louis, MO

Edward Jones

Jared Dougherty is a CFP® professional with 17 years of industry experience and has been with Edward Jones in St. Louis, MO since 2007. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Douglas A

Series 66

St. Louis, MO

Edward Jones

Douglas Anstedt is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph S

Series 63, Series 66

St. Louis, MO

Edward Jones

Joseph Stogner is a financial advisor at Edward Jones with 10 years of industry experience. He has held roles at SCOTTRADE, Inc. and TD Ameritrade prior to joining Edward Jones in 2020. He holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Timothy L

Series 66

St. Louis, MO

Edward Jones

Timothy Lartonoix is a financial advisor at Edward Jones in Webster Groves, MO, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he has an interest in a note receivable arrangement through Arch Apparel LLC in St. Louis. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew B

Series 63, Series 66

St. Louis, MO

Edward Jones

Matthew Bassman is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 designations and having 10 years of industry experience. He previously worked at Valic Financial Advisors, TD Ameritrade, and CitiMortgage. Outside of his advisory role, he volunteers as a concessions worker for the C&H Athletic Association, a nonprofit baseball field complex in Saint Peters, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mary M

Series 63, Series 66

St. Louis, MO

Edward Jones

Mary Mueller is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory work, she has been involved as a part-time e-commerce shopper for Whole Foods Market. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and has over $1 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Candace W

Series 66

St. Louis, MO

Edward Jones

Candace Weber is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon J

CFP®, Series 66

St. Louis, MO

Edward Jones

Brandon Jimenez is a CFP® with six years of industry experience, currently advising at Edward Jones in St. Louis, MO. He previously worked at Wells Fargo Clearing, J.P. Morgan Securities, and JPMorgan Chase Bank. His background also includes a period at Palm Beach State College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions managed under a fiduciary standard. The firm is notable for its extensive advisor network and affiliated services beyond traditional advisory offerings.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph M

Series 63, Series 66

St. Louis, MO

Edward Jones

Joseph Monteleone is a financial advisor at Edward Jones in St. Louis, MO, holding Series 63 and Series 66 credentials with 26 years of industry experience. He previously worked at Scottrade, Inc. for 22 years and TD Ameritrade for one year. Outside of finance, he owns Monte & The Machine, a music project through which he records, releases, and performs original music. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Daniel M

CFA®, Series 66

St. Louis, MO

Edward Jones

Daniel Manson is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFA® designation and Series 66 license. Prior to joining Edward Jones, he gained experience at Intel Corp and Third Bridge Group LTD, as well as in academic roles at Arizona State University and Swarthmore College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and provides a range of advisory programs and investment options under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Eric R

CFP®, Series 66

St. Louis, MO

Edward Jones

Eric Reinhard is a CFP® and holds a Series 66 designation. He has seven years of experience at Edward Jones and previously worked for six years with the State of Missouri in the Circuit Court for St. Louis County. He is based in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Steven K

Series 63, Series 66

St. Louis, MO

Edward Jones

Steven King is a financial advisor with Edward Jones in St. Louis, MO, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporations, and charities. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin G

Series 66

St. Louis, MO

Edward Jones

Kevin Grib is a financial advisor with Edward Jones in St. Louis, MO, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alyssa B

Series 66

Swansea, IL

LPL Enterprise

Alyssa Boles is a Series 66 registered advisor with LPL Enterprise LLC and has one year of experience in the financial industry. Her prior roles include positions at several financial and community organizations. She is also involved with Living Blyss, LLC, which she has been associated with since 2019. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment strategies and offers financial planning, third-party asset management access, and a variety of affiliated financial services.

Tax-loss harvesting
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